Job Description
You are a strategic thinker passionate about driving solutions using sales experience . You have found the right team.
As the Business advisor Professional in our Sales Support Team, you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:
Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients' portfolios
Assist with the preparation of material for strategy meets / business reviews / sales conferences and gain an understanding of the sales process to better align requirements to the changing business scenarios
Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews
Create and manage presentations for sales pitches across JPMAM's investment platforms
Coordinate the Request for Proposal process covering breadth of investment and solutions platforms and partner with marketing teams on new product launch initiatives, client events and market research communications
Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups
On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules and maintenance of client /internal information in CRM tool, various databases, systems
Required qualifications, capabilities, and skills:
Relevant industry experience and knowledge of sales process, MBA/CFA is a plus
Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
Preferred qualifications, capabilities, and skills:
Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus
Utilize qualitative and quantitative tools to analyze, synthesize and interpret information, and communicate it clearly and succinctly
Coordinate various data and information into effective messaging that resonates with internal and external clients
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
As the Business advisor Professional in our Sales Support Team, you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:
Research trends within the distribution channel universe; staying well-informed of industry developments, regulatory changes and the implications for clients' portfolios
Assist with the preparation of material for strategy meets / business reviews / sales conferences and gain an understanding of the sales process to better align requirements to the changing business scenarios
Coordinate and oversee key client Fund Panel/ Manager / Consultant Reviews
Create and manage presentations for sales pitches across JPMAM's investment platforms
Coordinate the Request for Proposal process covering breadth of investment and solutions platforms and partner with marketing teams on new product launch initiatives, client events and market research communications
Oversee the coordination of key client meetings / events with clients and with JPM Investment Professionals attending relevant client meetings/conference and follow ups
On-boarding and oversight of new clients through the relevant due diligence and AML processes, monitor client reporting schedules and maintenance of client /internal information in CRM tool, various databases, systems
Required qualifications, capabilities, and skills:
Relevant industry experience and knowledge of sales process, MBA/CFA is a plus
Strong Quantitative and analytical skillsets (including data analysis and ability to understand data flows)
Proficiency in MS Office product suite (Excel, Word, Access, and PowerPoint) required
Preferred qualifications, capabilities, and skills:
Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
Experience working with an industry recognized CRM platform (Salesforce) and data mining tools (Python, SQL, BO, etc.) is a plus
Utilize qualitative and quantitative tools to analyze, synthesize and interpret information, and communicate it clearly and succinctly
Coordinate various data and information into effective messaging that resonates with internal and external clients
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
💡 Quick Summary
Seeking a career-building opportunity? The AM| Institutional Client Advisor Support | Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.